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Understanding Model Marketplaces and Managed Account Platforms

By Barrett Ayers, President

17 Questions to Ask When Considering a Platform

Working with an outsourced managed account or UMA platform can add significant efficiencies to an advisor’s business. But the range of advisor and client experiences is wide – and execution risk varies – depending on the capabilities, policies, and processes of the chosen platform. These same factors have the potential to have a meaningful impact on an asset manager’s reputation as well. In this whitepaper, we explain Model Marketplaces & Managed Account Platforms and explore 17 questions you need to ask if you are considering outsourcing your investment operations functions.

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By Barrett Ayers, President

For financial professional use only.

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

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C24-20942 | 02/2024 | EXP 2-28-2026